FP&A Analyst

About the role

bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a motivated individual with 1-3 years of experience to join our team as a Finance Analyst .

Responsibilities

• WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions)
• Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
• Support the annual budgeting and rolling forecast process
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team
• Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
• Coordinate with accounting to ensure accuracy of financial information
• Partner with business leaders on activities related to the FP&A team
• Review results and provide decision-support insights for investments or cost-savings initiatives
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
• Build strong relationships with stakeholders through effective communication
• Partner with Sales to build financial models and review pricing for new business and renewals
• Review quarterly SLA and Bad Debt reserves
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
• Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards
• AI & DIGITAL PRODUCTIVITY EXPECTATIONS
• This role operates at a foundational level of AI adoption, focused on enhancing individual productivity and decision support while maintaining strong human judgment and data integrity.
• When this level is sufficient:
• Individual contributor using AI for productivity support
• Utilizes AI-generated outputs but does not design or manage AI workflows
• Applies AI in low-risk contexts such as drafting, summarization, analysis support, and research
• Core Capabilities:
• Uses approved AI tools to assist with:
• Financial commentary drafting
• Summarization of reporting insights
• Preliminary variance analysis exploration
• Research to support financial modeling and decision-making
• Writes clear, effective prompts to generate relevant and useful outputs
• Critically evaluates AI-generated content for accuracy, reasonableness, and alignment with financial data
• Applies strong human judgment before incorporating AI outputs into deliverables
• Follows Responsible AI standards, including:
• Data privacy and confidentiality requirements
• Security protocols when handling financial and company information
• Appropriate use of AI within approved company guidelines
• WHAT YOU NEED TO SUCCEED (Required Education and Experience)
• Bachelor's degree in Finance or Accounting
• 2+ years of progressive responsibility in financial analysis
• Experience performing variance analysis and presenting insights to leadership
• Working knowledge of Generally Accepted Accounting Principles (GAAP)
• Solid financial modeling skills and advanced Excel proficiency
• Collaborative business partner, adept at building cross-functional relationships
• Ability to thrive in a fast-paced, high-growth company
• NICE TO HAVE (Preferred Education and Experience)
• Experience working for SaaS companies
• Experience with NetSui

Benefits

Additional Information

Want to be a bswifter? At bswift we've been transforming benefits administration since 1996, making it simpler, smarter, and more human. Our state-of-the-art, cloud-based technology and services empower employees to understand, manage, and love their benefits. From downtown Chicago, and remotely across the country, we serve thousands of companies and millions of people nationwide, reducing administrative burdens and freeing HR teams to focus on creating thriving, people-first workplaces. We're looking for motivated and goal-driven individuals who share our passion for delivering excellence and creating solutions that make a difference. The reward is a fun, flexible and creative environment with ample opportunity for professional and personal growth. If you love the bswift values of pursue excellence, embrace accountability, deliver superior service, and be a great place to work, we want to hear from you!

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